Invests mainly in growth assets such as shares, property and infrastructure, which are expected to earn higher returns over the long term, with the balance invested in more stable assets like fixed interest securities and other defensive assets.
This option is designed for members who want a balance between risk and return but who are prepared to accept an asset allocation weighted towards growth assets.
The minimum suggested timeframe to invest is 10 years.
The risk level of this option is high, with a likelihood of negative returns occurring 4.2 years in a 20-year period.
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Australian shares | 10-45% | 25 % |
| Overseas shares | 5-45% | 30 % |
| Property | 0-20% | 7 % |
| Infrastructure | 0-20% | 9 % |
| Alternatives | 0-20% | 5 % |
| Alternative fixed interest | 0-20% | 7 % |
| Traditional fixed interest | 0-30% | 12 % |
| Cash | 0-15% | 5 % |
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
If you’ve got any questions about your Catholic Super investment options and how we manage your money, our team is ready to help.
